Microsoft Dynamics CRM (Archived)

Dynamics 365 View creation based on condition.

(0) Share

Report

Posted on by EmployeeOcta

Hello All Experts,

I have to create a view in which i have to apply filter for.

1. active records.

2. the record belongs to users territory.

first point is doable, but how to check for the other point as a filter in the advanced find.

*This post is locked for comments

I have the same question (0)

All responses (8)

Answers (0)

Suggested answer

Rawish Kumar 13,758 on at

Like (1)

Report

Hi,

you could look or created by ( user from the dropdown by going related fields) and from there select the user territory?

just an example below:

Was this reply helpful? Yes No
EmployeeOcta 6 on at

Like (0)

Report

Hello Rawish,

Is it possible to set territory dynamically, that means, in the above case i want to fetch Opportunities records based on logged in user's territory.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Hi,

Please try this:

Was this reply helpful? Yes No
EmployeeOcta 6 on at

Like (0)

Report

Hello Saad,

I want to fetch record based on loggin user's territory is equal to the entity record territory.

i believe i am able to put my question correctly.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Hi,

Have you tried above approach. it will fetch you the all the opportunities of current user's territory .

Was this reply helpful? Yes No
EmployeeOcta 6 on at

Like (0)

Report

Hello saad,

In my case I have two custom entity and one user entity.

Say in place of opportunity c1 entity.

In place of territory c2 entity and the same above work I need to do.

Will it be feasible.

Was this reply helpful? Yes No
Suggested answer

Goutham A 2 on at

Like (0)

Report

yes, you can acheive it using 2 views. I had a similar requirement

If i understand your requirement correctly, you need to get all opportunities assigned to users who are in the same territory as Current User.Let me know if wrong

First create a view under territories to get and save the current users's territories as shown below. lets say we save the view as "Current User Territories"

Then go to opportunities, and query using the as below. this would give you desired results.

<<Please mark my answer as verified if it resolved your query>>

Was this reply helpful? Yes No
Suggested answer

StefanS365 3,575 Most Valuable Professional on at

Like (0)

Report

Hi there,

Better late than never ;-)

Here's your dynamic view to show (in this case) Opportunities) that belong to the user's territory.

Was this reply helpful? Yes No